When creating a new client (or adding tags to an existing client):
FOR EXAMPLE:
I would like to add a tag for a city/state to all clients I'm working with in a particular state.
I would like to add a tag to a client's profile for all SEO clients vs all social media clients, etc.
This will be quite useful when sorting clients with a search feature based on service category/service provided, or by geographic location.
Thanks team AgencyHandy!! You all rock!
6 months ago
3 months ago
5 months ago
5 months ago
DO you mean category?
1 5 months ago Reply
You can call them categories if you'd like.
What I mean is a way to 'tag' a client with information we can use to search and filter. For example, I may want to tag all of our SEO clients as "SEO", or all of our PR clients as "PR" or all of our Eccom clients as "Ecomm".
So that I can filter/search for those clients based on tags I used.
0 5 months ago Reply